Azimuth Capital Investment Management LLC
Position in AMAT — Applied Materials Inc /De
CIK 1942364
BLOOMFIELD HILLS, MI
Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,969,179
+$2,349,701 QoQ
Shares Held
6,873
-10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,219
of 3,488 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Azimuth Capital Investment Management LLC holds $27,596,014 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (18.0% of the industry book) .
All Filings in AMAT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,969,179 | 6,873 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,619,478 | 7,664 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,124,793 | 8,268 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,843,274 | 9,003 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,668,316 | 9,113 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,537,981 | 10,598 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,065,888 | 12,703 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,876,787 | 14,238 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,801,562 | 16,109 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,792,775 | 18,391 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,531,505 | 21,790 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,482,017 | 25,150 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,865,722 | 26,745 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,474,860 | 28,290 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,727,613 | 28,010 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,288,714 | 27,935 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,334,091 | 25,655 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||